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Recent Episodes
Best Of: The Hidden Cost of Fragmented Data with Kailash Duraiswami
Episode 139: Kailash Duraiswami is the Chief Technology Officer at Milemarker, where he leads the development of data infrastructure and AI-powered solutions for modern advisory firms. With a unique…
How to Build Deep Client Relationships at Scale with Michael Vedders
Episode 138: This week, Kyle Van Pelt talks with Michael Vedders, Senior Vice President of Marketing & Enterprise Resources at NorthRock Partners. In his role, Michael is responsible for…
How Financial Advisors Can Turn Messy Data into Actionable Results with Verity Larsen
Episode 137: This week, Kyle Van Pelt talks with Verity Larsen, Founder & CEO at Versoft Consulting. Versoft partners with RIAs to help navigate complex technology decisions, system conversions,…
Bringing Consumer Fintech and Wealth Management Together with Nicole McMullin
Episode 136: This week, Kyle Van Pelt talks with Nicole McMullin, Senior Vice President of Product at Wealth.com. Nicole is a seasoned product leader with a proven track record of building and…
Relentless, Relevant, and Ready: Orion Ascent Recap with Jessica Perez
Episode 135: This week, Kyle Van Pelt talks with Jessica Perez, VP of Growth at Milemarker. Jessica brings a boots-on-the-ground perspective to the wealth management technology space, working…
Building Resilient Firms in the Age of AI with Chip Kispert
Episode 134: This week, Kyle Van Pelt talks with Chip Kispert, Founder & Managing Partner at Beacon Strategies. Chip has spent decades building and leading one of the country’s most trusted…
How Great Operators Turn Complexity into Growth with Jennifer Goldman
Episode 133: This week, Kyle Van Pelt talks with Jennifer Goldman, Founder and Strategic Operations Transformer and Integrator at My Virtual COO. Jen is an operations expert with 30 years of…
How Creativity Fuels Better Financial Leadership with Andrew Evans
Episode 132: This week, Kyle Van Pelt talks with Andrew Evans, Chief Executive Officer of Rossby. Before Rossby, Andrew served as Executive Vice President at TAG Advisors and as a Securities…
Why the Future of Advice Is Less About Tech and More About People with Joe Moss
Episode 131: This week, Kyle Van Pelt talks with Joe Moss, Founder at AdvisorTechBook. With a background in real estate and data analysis, Joe has become a go-to resource for financial advisors…
Forging a Path to Freedom and Independence with Adam Spiegelman
Episode 130: This week, Kyle Van Pelt talks with Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, which offers investment and wealth management programs and services for…
The Real Alpha Inside Modern Advisory Work with Mitch Hamer
Episode 129: This week, Kyle Van Pelt talks with Mitch Hamer. Mitch is the Founder & Lead Advisor at Intersecting Wealth, where he partners with families to navigate their financial lives with…
How to Build a Firm That Outlasts You with Tyson Ray
Episode 128: This week, Kyle Van Pelt talks with Tyson Ray, CEO, Founding Partner, and Senior Wealth Advisor at FORM Wealth Advisors. Tyson helps financial advisors exit their businesses with…
The Operating System Behind Scalable Advisory Firms with Matt Regan
Episode 127: This week, Kyle Van Pelt talks with Matt Regan, President at Wealthcare. With more than two decades in the financial services industry, Matt has helped build several transformative…
Scaling White-Glove Client Experiences with Sarah Simmer
Episode 126: This week, Kyle Van Pelt talks with Sarah Simmer, Partner and Senior Wealth Advisor at Heritage Wealth Advisors. Sarah delivers customized wealth management and tax planning services to…
Why Wealth Tech Still Feels Broken
Episode 125: In this special New Year's 2025 episode, Kyle Van Pelt brings together four standout voices to explore why wealth technology still feels broken—and what actually fixes it. Jeremy Nelson…
What It Takes to Build the Next Generation of Talent
Episode 124: In this special Christmas 2025 episode, Kyle Van Pelt brings together four standout voices to explore what it takes to identify, attract, develop, and retain the next generation of…
How Planning Drives Better Investment Decisions with Tim Thomas
Episode 123: This week, Kyle Van Pelt talks with Tim Thomas, Chief Investment Officer and Wealth Manager at Badgley Phelps Wealth Managers. Tim joined Badgley Phelps in 2008 and brings more than two…
Beyond Referrals: Transforming Advisor Growth with Eden Ovadia
Episode 122: This week, Kyle Van Pelt talks with Eden Ovadia, Co-Founder of FINNY. Before FINNY, Eden worked on the private equity team at Boston Consulting Group, where she advised on major M&A…
Connecting Advisors and Investors to the Innovation Economy with Mark Buffington
Episode 121: This week, Kyle Van Pelt talks with Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Since founding BIP Capital, Mark has helped shape the firm into one of the…
Building a Tech Stack That Scales With Your Firm
Episode 120: As firms enter strategic planning season, Kyle Van Pelt brings together the strongest technology insights from four standout leaders. Nelly Mubashi explains the operational realities of…
Frequently Asked Questions
Next Mile has published 140 episodes since June 2023, covering topics in Business, Investing.
Next Mile is currently highly active with new episodes weekly. Average episode length is 39m.
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